1. SUPPLY ADJUSTMENT PROCECURES
PRIMARY INSTRUCTOR: SSG HARRIS
REFERENCES: STP 10-92YI-SM
STP 10-92Y24-SM-TG
AR 735-5 AR

2. SUPPLY ADJUSTMENT PROCECURES
OUTLINE
PREPARE A STATEMENT OF CHARGES
PREPARE A REPORT OF SURVEY
PREPARE AN ADMINISTRATIVE ADJUSTMENT REPORT

3. SUPPLY ADJUSTMENT PROCECURES
TASK: PREPARE A STATEMENT OF CHARGES
CONDITIONS: GIVEN A BLANK STATEMENT OF CHARGES, PROPERTY RECORDS, DOCUMENT REGISTER, AR 735-5, AND CURRENT FEDLOG
STANDARDS: PREPARE A STATEMENT OF CHARGES WITHOUT LOSING ACCOUNTABILITY AND WITHOUT THE STATEMENT OF CHARGES BEING REJECTED BY THE RESPONSIBLE OFFICER.

4. SUPPLY ADJUSTMENT PROCECURES
PREPARE A STATEMENT OF CHARGES
*DD FORM 362 Will be used when
-individual admits liability and agrees to payroll deduction
-the charge does not exceed monthly basic pay
-there is not a mandatory requirement for either a report of survey or AR 15-6 investigation

5. SUPPLY ADJUSTMENT PROCECURES
PREPARE A STATEMENT OF CHARGES
Determine the property record involved using the current FEDLOG.
Complete DD FORM 362 in accordance with AR (fig 12-5)in original and five copies.
Present DD 362 to individual for signature.
Present DD 362 to unit commander for signature.
Unit retains copy #5 in suspense file.

6. SUPPLY ADJUSTMENT PROCECURES
PREPARE A STATEMENT OF CHARGES (cont)
Accountable officer assigns document number and keeps copy #4.
Individual charged is provided with copy #3.
Unit forwards to FAO under transmittal memorandum with receipt acknowledgement requested. FAO keeps copy #1. Copy #2 is returned to unit.
Unit destroys copy #5 (suspense copy) and files copy #2.

7. SUPPLY ADJUSTMENT PROCECURES
PREPARE A STATEMENT OF CHARGES (cont)
~ you have 5 days from date of loss to furnish FAO with the statement of charges~

8. SUPPLY ADJUSTMENT PROCECURES
TASK: PREPARE A REPORT OF SURVEY
CONDITIONS: GIVEN A BLANK REPORT OF SURVEY, PROPERTY RECORDS, DOCUMENT REGISTER, AR 735-5, AND CURRENT FEDLOG
STANDARDS: PREPARE A REPORT OF SURVEY WITHOUT LOSING ACCOUNTABILITY AND WITHOUT THE REPORT OF SURVEY BEING REJECTED BY THE RESPONSIBLE OFFICER.

9. SUPPLY ADJUSTMENT PROCECURES
PREPARE A REPORT OF SURVEY
PURPOSE
Account for lost, damaged or destroyed property
Serves as a voucher for adjusting property from accountable records
Assesses financial liability against an individual
Provides relief from financial liability

10. SUPPLY ADJUSTMENT PROCECURES
PREPARE A REPORT OF SURVEY
Initiation
A report of survey will be initiated when:
Negligence is suspected and individual does not admit liability
Loss is discovered during a change of command
Value exceeds the individuals monthly basic pay
Total loss of petroleum (bulk) exceeds allowable loss for that product and the dollar value exceeds $500.00
Loss involves a sensitive item
Loss involves public funds
Required by higher authority or other DA Regs
Directed by an Inventory Adjustment Report approving authority

11. SUPPLY ADJUSTMENT PROCECURES
PREPARE A REPORT OF SURVEY
Initiator
Initiator will normally be the hand receipt holder or the accountable officer. When not available, the person with the most knowledge of the incident will serve as the initiator

12. SUPPLY ADJUSTMENT PROCECURES
PREPARE A REPORT OF SURVEY
Time constraints
R/S must be presented to appointing authority within 15 calendar days of the date of the discrepancy.
Total processing time will not exceed 75 days from the discovery of the loss to the date of the R/S approval.
Any delays will be explained in writing and attached to the R/S as an exhibit.

13. SUPPLY ADJUSTMENT PROCECURES
PREPARE A REPORT OF SURVEY
DA FORM 4697
Complete block 1 and blocks 3 through 12 IAW AR CH 13 and Fig
Prepare DA 4697 in original and six copies, include sworn statements typed or printed on DA 2823, if not available print word “CERTIFICATE” across the top of plain bond or ruled paper.
Forward to accountable officer for assignment of a document number

14. SUPPLY ADJUSTMENT PROCECURES
PREPARE A REPORT OF SURVEY
Accountable officer
Completes blocks 14, 15, and 16 assigning a document number
Forwards original and four copies to appointing authority or approving authority as appropriate
Retains copy #5
Returns copy #6 to the initiator

15. SUPPLY ADJUSTMENT PROCECURES
PREPARE A REPORT OF SURVEY
Approving authority
Reviews the report of survey / assigns survey number
Decides on a course of action
(1) relief from responsibility
(2) assessment of financial liability
(3) appoint a survey officer
(4) appoint an AR 15-6 investigation

16. SUPPLY ADJUSTMENT PROCECURES
PREPARE A REPORT OF SURVEY
Approving authority
Reviews the report of survey / assigns survey number
Decides on a course of action
(1) relief from responsibility
(2) assessment of financial liability
(3) appoint a survey officer
(4) appoint an AR 15-6 investigation

17. SUPPLY ADJUSTMENT PROCECURES
PREPARE A REPORT OF SURVEY
Survey officer
Determines the cause and value of the loss of property listed on a report of survey and to determine any assessment of financial liability within 30 calendar days of receipt
Appointing authority reviews the survey officers findings then concurs or non concurs
JAG determines legality
Based on JAG’s findings the individual is either relieved of responsibility or assessed with financial liability

18. SUPPLY ADJUSTMENT PROCECURES
TASK: PREPARE AN ADMINISTRATIVE ADJUSTMENT REPORT
CONDITIONS: GIVEN A BLANK AAR, AND AN IDENTIFIED DISCREPANCY IN THE PROPERTY BOOK RECORDS
STANDARDS: PREPARE AN AAR WITHOUT THE REPORT BEING REJECTED BY THE RESPONSIBLE OFFICER.

19. SUPPLY ADJUSTMENT PROCECURES
PREPARE AN AAR
DA FORM 4949
used to correct discrepancies in makes, models or sizes
is only authorized when there is no gain or loss in government property
Will not be used to correct errors in serial numbers if there is a possibility of substitution

20. SUPPLY ADJUSTMENT PROCECURES
PREPARE AN AAR
PROCESSING THE DA 4949
Prepare DA 4949 IAW DA PAM CH4
Commander sign and date AAR
PBO assign a document number and posts to property book
Update proper hand receipts and shortage annexes
File the AAR in the supporting documents file

21. SUPPLY ADJUSTMENT PROCECURES
QUESTIONS

22. SUPPLY ADJUSTMENT PROCECURES
SIGN IN SHEET
____NAME_______RANK________SECTION__________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

23. SUPPLY ADJUSTMENT PROCECURES
VISITOR SIGN IN SHEET
____NAME___RANK__SECTION__REMARKS________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________